Services > Training and Certification for SpeciCRED

Training and Certification for SpeciCRED

Empower your credit teams. Leverage 100% of SpeciCRED’s power.

Training designed for private banking credit teams

Our specialized training and certification programs are tailored to fast-track the adoption of SpeciCRED across credit origination, risk management, and operational teams. Participants gain hands-on, practical expertise that directly supports their daily workflows and supervisory responsibilities, ensuring effective credit decision-making and risk control.

Key outcomes for your teams

Master the full credit lifecycle

Gain expertise across Lombard, real estate, and structured products to handle complex credit portfolios.

Reduce regulatory risk exposure

Mitigate compliance risks with Basel III/IV frameworks and strengthen stress-testing processes.

Strengthen governance and policies

Align credit strategies with your risk appetite and elevate governance and operational standards.

Accelerate adoption and build capabilities

Drive faster SpeciCRED adoption and empower teams through practical skills and certification.

Automate critical credit workflows

Increase operational efficiency by automating tasks such as margin calls and exposure monitoring.

Book a Training Session

Upskill your teams and unlock immediate impact with SpeciCRED-certified training.

Why choose SpeciTec certification

Delivered by product experts and regulatory specialists

Real-world use cases from Swiss private banks

Fully aligned with FINMA and cross-border governance

Ensures institutional knowledge transfer and onboarding continuity

Discover SpeciCRED training modules

Empower your credit teams to master every stage of the credit lifecycle, strengthen governance, and accelerate adoption, all in one comprehensive program. Modules can also be taken separately to fit your needs and priorities.

Introduction to SpeciCRED

Credit Policy & Risk Appetite

Exposure Monitoring & Margin Manag.

Credit Reporting & Dashboards

Basel III/IV & Regulatory Compliance

Hands-On Simulation & Certification

Download the full SpeciCRED Training Modules brochure and discover how to transform your credit teams.

Flexible Delivery Models

Onsite instructor-led trainigs

Remote expert-led sessions

Simulation environments with anonymized or bank-specific data sets

Certification through SpeciTec’s official program

Training Modules

Credit Lifecycle Mastery

Origination of Lombard, real estate, and structured products
Credit request creation and submission workflows
Automated decision chains and approval tiers

Risk Appetite & Policy Implementation

Designing and enforcing credit policies
Defining product-specific risk thresholds
Mapping internal rating models to SpeciCRED logic

Exposure Monitoring & Margin Management

Real-time exposure and concentration monitoring
Custom margin call triggers and automation
Integration of market data feeds and alerting logic

Credit Reporting & Dashboards

Building interactive dashboards for risk and portfolio oversight
Generating exposure, collateral, and stress testing reports
Exporting data for internal and external stakeholders

Basel III/IV & Regulatory Compliance

Implementing Basel-aligned credit control mechanisms
Performing internal stress tests within SpeciCRED
Preparing for audit and supervisory reviews

Hands-On Simulation & Certification Prep

Case-based scenarios using anonymized or live bank data
Guided exercises to build role-based expertise
SpeciTec certification knowledge check and final assessment

Discover SpeciCRED Software Features

Unlock the full potential of SpeciCRED by exploring its comprehensive suite of tools designed for credit lifecycle management, risk control, and reporting. Understanding the software capabilities will enhance your training experience and day-to-day credit operations.

Frequently asked questions

Explore our FAQs to discover clear, expert answers to the most common questions about SpeciCRED training and certification. Need further assistance? Contact our team.

What benefits does SpeciCRED training provide for credit departments?

SpeciCRED training accelerates user adoption, enhances risk control, and improves operational efficiency. It equips credit teams with practical expertise to manage the full credit lifecycle, comply with regulations like Basel III/IV, and leverage automation for faster decision-making.

Who should attend SpeciCRED training and certification programs?

SpeciCRED training is designed for credit professionals in private banking, including risk managers, credit officers, and operations teams. It supports banks with new credit growth ambitions and limited experience in credit development stages.

How is SpeciCRED training delivered?

Training is available via flexible delivery models including onsite instructor-led sessions, remote expert-led training, and hands-on simulation environments using anonymized or bank-specific data sets. Certification is provided through the SpeciTec Certification Center.

Why is certification with SpeciTec important for credit teams?

Certification ensures that credit professionals gain in-depth, practical knowledge directly from the product developers and credit experts. It validates skills in line with industry best practices, risk policies, and regulatory requirements, empowering teams to optimize credit processes and control risk effectively.

Training and Certification for SpeciCRED

Training designed for private banking credit teams

Key outcomes for your teams

Master the full credit lifecycle

Reduce regulatory risk exposure

Strengthen governance and policies

Accelerate adoption and build capabilities

Automate critical credit workflows

Book a Training Session

Why choose SpeciTec certification

Discover SpeciCRED training modules

Introduction to SpeciCRED

Credit Policy & Risk Appetite

Exposure Monitoring & Margin Manag.

Credit Reporting & Dashboards

Basel III/IV & Regulatory Compliance

Hands-On Simulation & Certification

Flexible Delivery Models

Training Modules

Credit Lifecycle Mastery

Risk Appetite & Policy Implementation

Exposure Monitoring & Margin Management

Credit Reporting & Dashboards

Basel III/IV & Regulatory Compliance

Hands-On Simulation & Certification Prep

Discover SpeciCRED Software Features

Frequently asked questions

Empower Your Credit Teams with SpeciCRED Certification

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